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Search Results 0 to 6 of about 7 (some duplicates have been removed)
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technology company. certainly when you think about silicon valley and companies that have hit hard times. very view come through it and re-emerge. apple is one that we can all remember having done that. ibm. although not a silicon valley company but technology company. most recently perhaps ebay in a significant decline but i spoke to john at length on friday and it appears they have brought around their marketplace business in addition to continue strong growth at the paypal unit. it's difficult to do. when you come back to yahoo! you have to wonder how do they do it? >> is there an act two? cisco tonight almost every analyst on the street said they're going to miss. >> universal in both miss and then the guidance is going to be negative. david, when you spoke with stevenson, didn't you get the sense that the companies are done spending on anything other than amd on towers? >> they got to spend. you know, stevenson was very outspoken in saying fiscal cliff. we're not spending but we are. we're deciding to spend $14 billion over the next three years. they absolutely have to in order to c
rushed, particularly technology companies rushed to europe. you'll see in q-1 companies saying, look, we have maintained our european. don't worry about european. if they don't say it, i think we'll sell the stocks. >> worse before it gets better was on the conference call. >> industrial production misses this ridiculous fight between the eu and imf. bank of england cutting growth outlook for the u.k. >> gdp tomorrow. it will be terrible. alco alcoa being struck because they try to close a plant. the conversation will be at the beginning of the conference call and europe -- we're managing europe down to x. european we're going to close europe. ford motor gave you an example of what will happen. we won't let europe bring our company down. latin american, asia turn turne. we won't let europe ruin us. europe will be isolated. that's what happens if you decide to go off the grid like they're doing. their major issue is carbon tax. they keep talking about carbon tax. the european, the german power company talking about having too much solar power which is bringing down and able to make money
. i had to get back to him. this is a favulous company, not fabulous, technology embedded in chips that allows to track human motions from smart phones to gaming devices to video cameras. stock down 29%, sudden departure of the ceo. broader macroeconomic worries. i say no need to be a hero. it might look attractive on valuation basis, but the stock can drift lower. stay away. last thursday, november 9th, right off the election, john in texas asked about greenway medical, gway. they just won a big new contract with walgreens. health care technology solution that will supply electronic medical records to 8,300 walgreens. besides being certified, 37 times next year's earnings? too expensive for this i wouldn't touch it. wait for an earnings hiccup, something we've seen from these health care i.t. providers. that will give you the pullback you need before you can build a position. we have lost too much money in this market buying stocks that sell for more than 30 times earnings. now september 14th, i highlighted a speculative opportunity in a company called dynamax. at the time it look
. but becoming real progress. the technology is too expensive. it is coming down fast. and the boxes which are built by whirlpool, general electric have the possibility of coming in at $500 apiece. further, there is already a natural gas distribution system in place. utility companies cover 65 million companies. if they were smart, light, utilities this is a good business for them, they can subsidize the boxes to allow for overnile fueling. the storms in the northeast showed the wisdom of hooking up a generator. this is a similar operation. the utilities should be behind them. you get the utilities providing the box. then the demand for the vehicles will expand dramatically and you'd have to believe that auto companies will then offer natural gas fuel option in mass. savings from fuel will be considerable for each household. right now you can see a 2 1/2 year payback for the vehicles as you the savings will be at $2,175 per household. cost about $4,000 more than a gasoline powered car. people don't like to pay that much though. they don't see the payback. the cost of the cars could come do
Search Results 0 to 6 of about 7 (some duplicates have been removed)

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